11/11/2024 Release

11/11/2024 Release

Enhancements

  • Client Portal users will receive an alert when a new document is uploaded from AE CRM.
  • The Household view in Manage Clients now contains a Goals Based Plans tab.
  • The Household creation and management tool now has improved handling of portfolios when accounts are moved.
  • Improved design and performance of the Realized Gain/Loss table in the client Financial tab view.
  • Pershing RIA forms and workflows have been updated to latest Pershing requirements.
  • When establishing recurring cash transfers from Schwab accounts, users can now optionally specify an end date for the recurrence.

Fixes

  • Resolved a case where Households could not be expanded in the Search Performance report.

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